John Michael Baxman
Portefeuillebeheerder-Aandelen bij Litman Gregory Wealth Management LLC
Profiel
Mr. John M.
Baxman is a Director & Senior Advisor at Litman Gregory Wealth Management LLC.
He joined Litman Gregory in 2009 and became a Principal in 2016.
He provides comprehensive wealth management services to individuals and multi-generational families that includes retirement planning, portfolio management, and tax optimization strategies.
Prior to joining Litman Gregory, Mr. Baxman served for 12 years as Vice President and Senior Account Executive with Fidelity Investments, where he was responsible for investment guidance and client service in their Private Client Group.
Mr. Baxman is a Certified Financial Planner and a graduate of Sonoma State University (Business, Finance).
Actieve functies van John Michael Baxman
| Bedrijven | Functie | Begin |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-01-2009 |
Eerdere bekende functies van John Michael Baxman
| Bedrijven | Functie | Einde |
|---|---|---|
| Fidelity Investment Trust | Corporate Officer/Principal | - |
Opleiding van John Michael Baxman
| Sonoma State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Fidelity Investment Trust | Miscellaneous |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
